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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,390 | $118,488+6.7% | $98,462+28.4% | $139,487-9.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 18.96%-6.8pp | 21.17%-9.0pp | 373.84%-361.7pp |
| Employer contribution / active EE | $2,787 | $3,611-22.8% | $3,049-8.6% | $4,755-41.4% |
| Participant deferral / active EE | $9,087 | $5,393+68.5% | $4,738+91.8% | $6,713+35.4% |
| Admin fee / account holder | $17,076 | $13,868+23.1% | $8,875+92.4% | $11,407+49.7% |